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Who We Work With

We work best with small business owners, individuals, and couples planning for retirement and financially independent individuals. We understand that each client is unique in his or her individual needs; however, there are certain qualities that fit well with our firm's mission. These are the qualities we look for in our clients:

  • Dedication to their financial development
  • Serious about their financial well-being
  • Would like to free up their time to focus on what really matters in life
  • Realistic with their investment objectives
  • Need our expertise and respect our competence
  • Believe in and embrace our investment philosophy